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Danielle Park, CFA

Areas of expertise: Asset Manager - Private, Alternative Investments (ETFs/REITs/Commodities), Buy Side, Fixed Income, Investor Trust/Ethics, Portfolio Management, Private Wealth Management
Other: Fiduciary duty, Financial advice


 
Genevieve Lavallee, CFA

Areas of expertise: Buy Side, Fixed Income, Portfolio Management, Private Wealth Management
John MacIsaac, CFA

Areas of expertise: Asset Manager - Institutional, Asset Manager - Private, Alternative Investments (ETFs/REITs/Commodities), Buy Side, Equity, Fixed Income, Pension Fund, Portfolio Management, Private Wealth Management

 
Mark Lu, CFA

Areas of expertise: Asset Manager - Institutional, Private Wealth Management, Soft Skills Guidance,
Other: Insurance
Robin Stanton, CFA

Areas of expertise: Asset Manager - Private, Alternative Investments (ETFs/REITs/Commodities), Portfolio Management, Private Wealth Management
Salman Amin, CFA

Areas of expertise: Buy Side, Private Wealth Management, Technological Evolution/FinTech/AI

 
Shaun Arnold, CFA

Areas of expertise: Asset Manager - Institutional, Asset Manager - Private, Buy Side, Equity, Portfolio Management, Private Wealth Management


Vianne Xu, CFA

Areas of expertise: Asset Manager - Institutional, Asset Manager - Private, Buy Side, Diversity and Inclusion, Portfolio Management, Private Wealth Management

Wai Tong, CFA

Areas of expertise: Asset Manager - Institutional, Alternative Investments (ETFs/REITs/Commodities), Bank/Investment Bank, Buy Side, Corporate Finance, Equity, ESG/Sustainable Investing, Emerging Markets, Portfolio Management, Private Wealth Management, Sell Side, Technological Evolution/FinTech/AI
Other: Telecom Engineering

 
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